Gusto

The primary admin on the account is the only person who can add, remove, or edit the permissions of the other admins.  In order to add Johnson and Stern as the accountant on your Gusto account, follow these steps:

  • Sign into Gusto as the Primary administrator.
  • Head to the Settings section.
  • Click the Permissions tab.
  • Click Add or edit admins in the “Gusto Admins” card.
  • Click Add new admin.
  • Select the following options on the next screen:
    • Set our employment status as not an employee
    • Select Accountant from the drop down menu under “Who are they?”
    • Select the best option under the “What will they help you with?”
    • Enter the First and Last name of your account manager
    • Enter our email of dustin@johnsonandstern.com
    • Select Full Access under “Which roles will the admin need…?”
  • Click Add Admin at the bottom.

And that’s it!  We will receive an email to finish setting things up on our end.

Reference: Gusto Help Center – Manage administrator permissions